Introduction to Modeler

Modeler is where you view, edit, and configure models.

Modeler screen

The following illustration of the Modeler list screen gives an overview of some of the main functional areas:

  1. Models – Existing models are listed here. You can open a model by clicking the link text or by selecting one or more models using the checkboxes.
  2. Public Dimensions – The individual public dimensions that are used in models are saved independently and listed on a separate tab page.
  3. Currency Conversion – If you are using multiple currencies in your data, exchange rates are maintained in separate tables. These are saved independently of any model and are listed on a separate tab page.
  4. Points of Interest – Data for geographic locations which are displayed and used in your data analysis is maintained here in Modeler.
  5. Toolbar – Common operations for managing models are available from the toolbar, including options to delete a model and to delete fact data from a model.
  6. Import / export data – The list of data import options that are supported is available from a menu beneath the Data import icon on the toolbar.
  7. Data Resources – You can set up permanent scheduled links to the model from external data sources so that data can be refreshed on a scheduled basis.
Model types
Model based on a live data connection
Sample model
Modeler grid

When you select a model, the model contents are shown in the Modeler grid:

The data objects shown in the grid are:

  • Dimensions: Date, Account, and so on.
  • Dimension attributes: ID, Description, and so on.
  • Technical Properties (available only for account dimensions): Units & Currencies, Aggregation Type, and so on.
  • Dimension members: Discount, Gross_Margin, and so on.
From the Datasources tab of the Modeler page or the Public Dimensions page, you can refresh, delete, and schedule data refreshes for specific datasources and dimensions. You can also import data into a model or start a refresh job from the modeler page. Selecting multiple items allows you to apply actions to them at the same time.
If a connection was shared with you without sharing credentials, you'll need to enter your own credentials when you run a data refresh.

To edit the name of a data refresh job, select (edit) next to the job's name and type a new name. Naming scheduled jobs allows you to describe the entire job instead of having to rely on individual query names.

The Data Timeline shows the status of your data import and refresh jobs. When you select a source, you can see the timeline specific to that job.

The status options are the following:

  1. Imported Successfully - The data was imported with no errors.
  2. Next scheduled refresh - The next time a scheduled refresh will occur.
  3. Refreshing - The refresh job is in progress.
  4. Refresh failed - The refresh job failed and no data was imported.
  5. Refreshed Successfully (Download Rejected) - The source was refreshed partially but some rows were rejected.
  6. Refreshed Successfully - The source was refreshed successfully.

To receive an email notification when a refresh job fails, select Notify me of refresh failures by email.

For more information about refreshing data in models, see Updating and Scheduling Models.

Using the grid

These are some of the helpful features available in the Modeler grid:

  • Keyboard navigation: You can use these keys while working in the grid:

    Keys Action
    Space Opens a cell for editing (same as double-clicking a cell)
    Enter Move down 1 cell
    Shift + Enter Move up 1 cell
    Tab Move right 1 cell
    Shift + Tab Move left 1 cell
    Page Down Move down 1 page
    Page Up Move up 1 page
    Alt + Page Down Move right 1 page
    Alt + Page Up Move left 1 page
    Ctrl + Shift + Space Select all
    Space, t, and f

    In columns with check boxes, for example the Hide column, the Space key toggles the check box, while t (true) selects it, and f (false) deselects it.

  • Moving columns: You can rearrange columns in the grid by dragging their headers.

  • Modeler column menu: This menu appears when you select a column header.

    • : Add a column to the grid.
    • : Sort or filter the column. When filtering, the column is automatically filtered as you type.

      Note: these filtering and sorting operations do not apply to data that is not yet loaded from the server due to pagination.

    • : Hide the column. You can also select Show Columns to show or hide any columns:

    • : Pin the column. Pinned columns stay displayed at the left side of the grid when you scroll to the right. To unpin a column, select the icon again, or drag the column out of the pinned area.
    • : Delete a column.
  • Context-sensitive copy: If you have cells containing the values Cell1 and Cell2, when you select both cells and copy to the cells below, the cells will be populated with the values Cell3, Cell4, and so on.

  • Account labels: For account dimensions, you can type custom labels for the Units & Currencies column:

  • Error highlighting: when cells contain errors, select the column header for more information:

  • Formula bar: when entering formulas in the Formula bar, press Ctrl + Space to see the available formulas, and then highlight a formula in the list to see a detailed description of the formula: